Aug 28, 2023
In this episode, lawyer Yens Pedersen and I are navigating common mistakes in estate planning choices. Here's a sneak peak at the 3 three key takeaways...
✔️Executor fees vary by province, and compensation depends on factors like complexity and assets. Some opt for percentage-based fees, while banks and trust...
Aug 21, 2023
In our ⭐100th⭐ episode of "The Heart of Your Money" podcast, guest
Billy Pratt shares his inspiring "$5 Story" experiment. In this
experiment...
💌 He sent $5 bills to 43 people with no restrictions on how to use
it.
💌 Recipients used the money for self-care, charity, and helping
others, showing the power of...
Aug 14, 2023
This week's podcast episode has me all fired up! Tune in to find
out my top 3 tips for getting the most of out your relationship
with your financial advisor, including ...
✅ Demanding a financial plan from your advisor. You deserve it!
✅ Seeking comprehensive advice beyond just investments; plan for
the future and...
Aug 7, 2023
In my latest episode, I'm sharing my top 3 tips for a peaceful
retirement:
🌟The importance of planning for long-term care expenses in
retirement
🌟Downsizing as an option to fund care costs
🌟And the significance of open family discussions about care
preferences
These 3 aspects ensure a secure and comfortable...